Emerging trends and insights from
our leaders to yours.

September 29, 2026

by Matt McIlwain

A Reasoning Flywheel for the Physical Economy: Why We Invested in Atomic

September 15, 2026

by Scott Jacobson

Big Finds, Small Prices: Why We Invested in Buywander

September 15, 2026

by Anna Chen and Karan Mehandru

When Agents Meet in the Middle: Why We Invested in Jack & Jill

September 1, 2026

by Karan Mehandru and Anna Chen

Revenue Teams Don’t Need Another Tool, They Need the Truth – Our Investment in SciFin

August 31, 2026

by Matt McIlwain, Rolanda Fu and Phoebe Weiser

Introducing the 2026 Intelligent Applications 40

August 18, 2026

by Tim Porter

Celebrating Highspot

August 5, 2026

by Chris Picardo and Steve Singh

The Best Opportunities Hide in Plain Sight: Why We Invested in Faye

July 29, 2026

by Sabrina Albert

Every Sector Will Have a ‘Claude Code Moment’: Why We Invested in Polar

July 20, 2026

by Tim Porter and Patrick Ennis

Impinj’s IPO at Ten: Hard Tech is Hard — But Rewarding

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